Brad Shimmin, Vice President & Practice Lead Futurum, analyzes Domo’s Q4 FY 2026 results, focusing on record billings, improving retention, and AI-led workflow automation strategy as the company pushes consumption...
Brendan Burke, Research Director at Futurum, examines NVIDIA’s $2 billion investment in Nebius and its implications for AI cloud infrastructure, including the push toward AI factories, inference platforms, and large-scale...
Brendan Burke, Research Director at Futurum, shares his insights on Synopsys Converge 2026, where the "New Synopsys" unveiled Multiphysics-Fusion, AgentEngineer, and Ansys 2026 R1, among other announcements aimed at the...
Futurum Research analyzes Oracle’s Q3 FY 2026 earnings, focusing on OCI AI infrastructure momentum, sovereign cloud positioning, and Fusion’s embedded AI agents as the company scales capacity and backlog....
Keith Kirkpatrick, VP & Research Director with Futurum, covers Enterprise Connect 2026, and shares his insights on the evolution of the CX market and its impact on CCaaS vendors....
Brendan Burke, Research Director at Futurum, examines SkyWater’s CEO letter and how it reframes mature nodes and advanced packaging as strategic infrastructure for quantum-era manufacturing....
Alex Smith and Tiffani Bova at Futurum Research at Futurum examine Adobe’s unified Digital Experience Partner Program and AI-powered PxHub mark a shift in scaling ecosystems....
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Salesforce Contact Center offering, and discusses the impact for customers and Salesforce’s competitors in the CCaaS and enterprise...
Brad Shimmin, VP and Practice Lead at Futurum, explores Dataiku's pivot to "The Platform for AI Success." He analyzes how new tools for agent management and visual orchestration aim to...
Brendan Burke, Research Director at Futurum, shares his analysis of Broadcom's 3nm Taurus BCM83640 400G/lane optical DSP and what it means for the intensifying competition with Marvell over 1.6T AI...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Zendesk's proposed acquisition of Forethought, and discusses its impact on Zendesk’s Resolution Platform, outcome-based pricing models, and other SaaS competitors offering...
The rapid acceleration of artificial intelligence is fundamentally reshaping the semiconductor and data center landscape. In our latest Futurum Signal Report: AI Accelerators, we examine how a new generation of...
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